Vinyl Group Ltd. · ASX:VNL
Vinyl — Shareholder Meeting (November 2026)
23 slides from Vinyl's shareholder meeting presentation, Nov 13, 2026
Slide 1: Annual General Meeting CEO Address
al use only ANNUAL GENERAL MEETING CEO ADDRESS 13 November 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Vinyl Group Ltd ACN 106 513 580 (Vinyl Group or the Company). The This presentation has been prepared from sources which Vinyl Group reasonably believes to be reliable and accurate as at the material contained in this presentation is intended to be s
Slide 3: FY26 Year in Review
FY26 Year in Review Record revenue of $18.8M, up 31% year on year ● Growth primarily reflected organic performance al use only Gross profit margin increased to 42.1% ● Up from 38.8% in FY25, due to improved operating leverage, in line with forecast Strategic acquisitions provided foundation for next p
Slide 4: Scale, reach & margin expansion through disciplined M&A
Scale, reach & margin expansion through disciplined M&A al use only AFR Fast 100 #2 ASX-listed 2026 27th overall Gross Margin 20% 35% 39% 42% 55%(e) Deloitte Tech Fast 50 #1 ASX-listed 2025 Acquisitions 2nd overall FY27 forecast note FY26 acquisitions were completed in Q4 and are expected to contrib
Slide 5: A diversified adaptive media & music technology company
A diversified adaptive media & music technology company Connecting culture with commerce al use only Building an extensive network of media Integrating diverse technology capabilities assets harnessing global brands Provides audience, creator and Comprehensive reach for music commerce infrastructure
Slide 6: Vinyl is a disruptor in the Australian media landscape
Vinyl is a disruptor in the Australian media landscape Traditional media is under pressure, giving Vinyl the chance to acquire quality cultural, digital assets at attractive entry points al use only SUB-SCALE ASSETS INCREASING DEMAND FOR TECHNOLOGY RESETS ECONOMICS MUST CONSOLIDATE TRUSTED INFORMATI
Slide 7: Disciplined investment in sub-scale cultural assets
Disciplined investment in sub-scale cultural assets Key takeaways Acquisition layers 10 transactions | 2023-present LESS THAN PHASE ASSETS IP TYPE YR 10 FLEXIBLE al use only ACQUISITIONS $34m DEAL STRUCTURES TOTAL CONSIDERATION Vampr 2023 ● Natural consolidator Technology Layer Serenade Original 202
Slide 8: Vinyl Group offers adaptive media at scale
Vinyl Group offers adaptive media at scale 10M+ Unique monthly Aussie users across the network (>50% aged 18-39, Ipsos Iris 2026) al use only 31M+ Global social followers across titles Vinyl Ad Network (Meta, LinkedIn, TikTok, YouTube, X) 524M+ Monthly social views/impressions Meta & TikTok (July 202
Slide 9: Adaptive media delivers more than reach for advertisers
Adaptive media delivers more than reach for advertisers Advertising on these channels at scale al use only Legacy Media Social Media Adaptive Media (1950-) (2003-) (Present) Broadcast Platform algorithms Embedded in cultural assets Mass audience reach Outcome for Niche targeting advertisers Meaningf
Slide 10: Our adaptive capabilities are end to end
Our adaptive capabilities are end to end Audience & Insight Content ROI al use only Demographic-based Branded Content Creation Brand Uplift Behavioural Internal Talent Relevance & Authority Trends External Talent AI Search Visibility Local & Global Podcasts Bespoke Research Microsites & Content Hubs
Slide 11: Visit Victoria: Winter
Visit Victoria Winter Client Objective The Campaign al use only Visit Victoria wanted to influence We created an editorial and social NSW and Qld audiences to visit series that authentically tapped Victoria during the off-peak winter into the audience’s passion points months by showcasing the unique (
Slide 12: Visit Victoria results
Visit Victoria 154K Page Views al use only 1m58s Avg. Dwell Time 01 0.09% CTR on Display CASE STUDY 9.6M Total Reach Editorial Display Social 12
Slide 13: Maltesers: Till Indecision Do Us Part
Maltesers I Duo: ‘Till Indecision Do Us Part Client Objective The Campaign al use only Busy Broods’ are drowning in This perfectly paired partnership decision fatigue, but life doesn’t puts fun, joy and lightness back have to be that serious. The into planning what’s meant to be challenge: bring Mal
Slide 14: Maltesers results
Maltesers 723+ Competition Entries in under 3 weeks al use only 200k Organic views on Ep1 of the video series 02 5.7m Audience reach from PR Coverage CASE STUDY 300% Overdelivery on PV on editorial content Wedding Event Video Editorial Social PR Coverage Brand Uplift Study Display 14
Slide 15: Other brands we've activated
al use only Other brands we’ve activated. 15
Slide 16: The value compounds in every stage
The value compounds in every stage IMMERSIVE ECOSYSTEM 1 2 GROWING AUDIENCE Vinyl combines premium cultural Vinyl expands audience reach and al use only assets into an integrated and maintains viewership through its immersive ecosystem, utilising premium content, technology- all distribution channel
Slide 17: Why Vinyl is uniquely positioned to achieve this
Why Vinyl is uniquely positioned to achieve this Hard to assemble: Requires both mass & bespoke content Difficult to combine a large number creation capability: al use only of cultural assets into an integrated Social media is a small component of adaptive and immersive ecosystem media campaigns, not
Slide 18: A single operating model built for profitable growth
A single operating model built for profitable growth 1. INTEGRATED OPERATIONS 2. AI & PRODUCTIVITY 3. COMMERCIAL PRIORITIES Improved al use only Consolidated AI-enabled monetisation publishing businesses teams per visitor Reduced duplication in personnel, software, Test & scale Higher-margin property
Slide 19: FY27 forecast: scale translating into positive EBITDA
FY27 forecast: scale translating into positive EBITDA ● Enter Q2 with record revenue already booked, a strong commercial pipeline and several major campaigns al use only carried forward from Q1 ● Forecast consolidated FY27 revenue of $38-$40 million ○ Forecast ~100% revenue growth in FY27 ● Forecast
Slide 20: Upcoming catalysts
Upcoming catalysts al use only Q2 FY27 FY27 FY28 & beyond EBITDA positive Operating leverage as platform International growth run-rate by compounds to deliver profitable through licensing, franchise December 2026 business scale and M&A opportunities 20
Slide 21: Top Shareholders as of November 2026
Top 10 Shareholders as of 08 November 2026 Holder Name Holding % IC REALWISE GROUP HOLDINGS PTY 545,824,905 36.80% SONGTRADR INC 246,685,499 16.63% al use only BNP PARIBAS NOMINEES PTY LTD 74,476,928 5.02% VAL MORGAN & CO (AUST) 41,816,010 2.82% UBS NOMINEES PTY LTD 29,999,295 2.02% GE EQUITY INVEST
Slide 22: Experienced Board and Management Team
Experienced Board and Management Team Combining public markets, media, technology, product and sales leadership al use only Josh Simons Ken Gaunt Damian Keogh Shelby Coleman Jorge Nigaglioni Kurt Burnette CEO & Exec Director Non-Exec Chair NED Company Secretary CIO Interim CCO Founder, $50m+ raised
Slide 23: Thank you
Thank you al use only For more information please contact investors@vinyl.group or Katie Mackenzie at kmackenzie@belleviewir.com.au ASX: VNL 11 Wilson St, South Yarra, VIC, 3141 https://vinyl.group This presentation was authorised by the Board of Vinyl Group Ltd